Apollon Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Apollon Wealth Management’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.6M	Buy	389,278 +4,347	+1%	+$335K	0.48%	43
2025 Q4	$27.7M	Buy	384,931 +6,215	+2%	+$453K	0.48%	38
2025 Q3	$27.9M	Buy	378,716 +7,078	+2%	+$500K	0.5%	39
2025 Q2	$25.3M	Sell	371,638 -10,590	-3%	-$675K	0.5%	40
2025 Q1	$24M	Buy	382,228 +105,333	+38%	+$6.93M	0.53%	36
2024 Q4	$18.3M	Buy	276,895 +20,336	+8%	+$1.4M	0.42%	46
2024 Q3	$17M	Buy	+256,559	New	+$16.3M	0.48%	43

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apollon Wealth Management's XSMO Position: Q1 2026 in Review

Apollon Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.1% in Q1 2026, buying an estimated $335K and bringing the position to 389,278 shares worth $29.6M. The position accounts for 0.48% of the portfolio, ranked #43.

Apollon Wealth Management first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Apollon Wealth Management held 389,278 shares of Invesco S&P SmallCap Momentum ETF worth $29.6M as of Q1 2026.
Apollon Wealth Management bought 4,347 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $335K.
Invesco S&P SmallCap Momentum ETF made up 0.48% of Apollon Wealth Management's portfolio in Q1 2026, its #43 holding.
Apollon Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.